Wealth Management Specialist, Sr. jobs in Terre Haute, IN
Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist, Sr. jobs
Sr Digital Marketing Specialist
- LE018 Evo W12 Inovacoes Tecnologicas Ltda.
-
Brazil, IN
FULL_TIME
- - It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Job Description INTRODUCTION: You’ll be joining a vibrant lifecycle marketing team within the Growth/Global Marketing organization. We collaborate with all sub-brands of ABC Fitness’ brand, primarily focused on ABC Ignite, ABC Glofox, and EVO. You’ll be able to make impact on integrated end-to-end marketing campaigns spanning across multiple channels (email, webinar, Events) while collaborating with Sales, Marketing Operations, Design, Product, and other teams. WHAT YOU’LL DO: Own the webinar channel, implementing end-to-end webinar campaign strategy & execution (in Marketo) and collaborate with the company and partner stakeholders Design email campaign strategy & execute in Marketo (email nurtures, one-off campaigns, client marketing campaigns, etc.) Optimize & launch new campaigns based on specific quarterly pipeline goals Webinar & email campaign reporting, insights, optimization, and A/B testing Closely collaborate with the Sales org aligning on goals and initiatives, enable Sales for effective campaign implementation Create landing pages, forms, and relevant content assets for platforms collaborating with Design & Engineering teams Support strategic and ad hoc marketing projects as needed to improve results, efficiency and processes across the team & Growth organization Research and implement campaigns on new channels (i.e. sms, direct mail, other) Analyze target audiences and segment lists & audiences to optimize and personalize marketing campaigns to increase ROI Analyze data across proprietary reporting platforms bringing data-driven and results-focused mindset to all campaigns and processes WHAT YOU’LL NEED: Marketing campaign strategy and execution experience across webinar & email channels Proficiency in Marketo for campaign setup and management, understanding of the Marketo campaign hierarchy & flows Experience in building reports and target lists in Salesforce Strong familiarity with the Sales & Marketing funnel and marketing conversion metrics Effective team-player who collaborates well with stakeholders from multiple teams (Product Marketing, Operations, Sales, Legal, and other) Leads with data, has a data-driven mindset when working on projects & reporting on results Organized and is able to manage multiple projects at once Multi-tasker who thrives in a dynamic environment & quick learner, able to quickly adapt to new processes, requirements, and priorities Fluent in English AND IT’S GREAT TO HAVE: Proficient in Salesforce reporting and/or other analytical platforms (Tableau, etc). WHAT’S IN IT FOR YOU: Purpose led company, committed to help changing people’s lives through technology, with a Values focused culture of Best Life, One Team, Growth Mindset Days of Disconnect – once a quarter, we take a collective breather and enjoy a day off together around the globe. #oneteam Health, dental and life insurance Meal allowance – to be used both on supermarkets or restaurants Home office allowance – you might need help on your internet bills Gympass – we are committed to meeting you wherever you are in your fitness journey with Gympass membership Educational partnership with great discounts in colleges, English schools and others Consigned loan paid directly through your payroll EAP – we get you psychological, legal, and financial assistance when you need it. Period. Access to discounts with our partners, such as Dell, Microsoft & many more. And more! – so many benefits we couldn’t even fit them all here! We’re committed to diversity and passion, and encourage you to apply, even if you don’t tick all the listed skillsets! ABC’S COMMITMENT TO DIVERSITY, EQUALITY, BELONGING AND INCLUSION: ABC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We are intentional about creating an environment where employees, our clients and other stakeholders feel valued and inspired to reach their full potential and make authentic connections. We foster a workplace culture that embraces each person’s diversity, including the extent to which they are similar or different. ABC leaders believe that an equitable and inclusive culture is not only the right thing to do, it is a business imperative. Read more about our commitment to diversity, equality, belonging and inclusion at abcfitness.com ABOUT EVO: Since its foundation in 2008, Evo has been transforming the fitness industry, serving over 5.5 thousand gyms. Part of ABC Fitness, Evo is not just a software, it's a game-changer. Evo is the ultimate solution for gym owners who want to revolutionize their business in Brazil and Latin America. With its automation features, data analysis capabilities, customer experience and customization options, EVO is the key to success for gym owners who want to streamline their operations and take their business to the next level. At Evo, we believe in simplifying complex processes and empowering gym owners to make informed decisions. Evo is technology with soul. Join the revolution today and experience the power of Evo yourself! ABOUT ABC: ABC Fitness (abcfitness.com) is the premier provider of software and related services for the fitness industry and has built a reputation for excellence in support for clubs and their members. ABC is the trusted provider to boost performance and create a total fitness experience for over 31 million members of clubs of all sizes whether a multi-location chain, franchise, or an independent gym. Founded in 1981, ABC helps over 31,000 gyms and health clubs globally perform better and more profitably offering a comprehensive SaaS club management solution that enables club operators to achieve optimal performance. ABC Fitness is a Thoma Bravo portfolio company, a private equity firm focused on investing in software and technology companies (thomabravo.com). #LI-REMOTE If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Our employees are encouraged to be pro-active in expressing their ideas and contributing to the company’s future. We have achieved this through constant pursuit of new developments and innovations in an exciting team environment. Likewise, ABC contributes to our employees’ futures. In addition to our outstanding employee benefits, employees also receive training on an on-going basis allowing them to develop their strengths and move up in the company.
- 1 Day Ago
Configuration Management Specialist
- Integral Federal, Inc
-
Terre Haute, IN
FULL_TIME
- Configuration Management Specialist Job Locations US-IN-Terre Haute # of Openings 1 Category Information Technology Clearance Top Secret/SCI Clearance Status Active Overview Configuration Management S...
- 1 Month Ago
Configuration Management Specialist
- Integral
-
Terre Haute, IN
FULL_TIME
- Overview Configuration Management Specialist Location: Hulman Field, Terre Haute, IN Clearance: TS/SCI The Configuration Management Specialist will provide Configuration Management (CM) support servic...
- 1 Month Ago
QUALITY SPECIALIST BSN-QUALITY MANAGEMENT
- Union Health
-
TERRE HAUTE, IN
FULL_TIME
- You belong at Union! The Quality Specialist plays a key role in our Quality department! Join us as we provide compassionate service and high-quality care to the Wabash Valley Communities. We are commi...
- 1 Month Ago
Management
- Burger King
-
Greencastle, IN
FULL_TIME
- We’re opening a quick serve restaurant in the Lebanon area later this year. We’re looking to hire the management now. If you have at least 1 years management experience, and would like to join our tea...
- 26 Days Ago
Management Trainee - Entry Level Accounts
- Monumental Management Solutions
-
Terre Haute, IN
FULL_TIME
- Job DescriptionAre you looking to GAIN valuable work experience and advance your career?Are you looking for a career that offers RAPID ADVANCEMENT?Optimum Retail Dynamics is expanding and opening 2 ne...
- 1 Month Ago
Filters
- Current Active Filter
- Terre Haute, IN
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Wealth Management Specialist, Sr. jobs found in Terre Haute, IN area
Management Trainee Intern - Terre Haute - Fall/Winter 2024
- Enterprise Holdings
-
Terre Haute, IN
- Overview: If youre looking to hit the ground running, the Enterprise Management Internship will help you build valuable ...
- 4/25/2024 12:00:00 AM
Cook
- Harrisons Crossing Health Campus
-
Terre Haute, IN
- JOIN TEAM TRILOGY: Our Cooks love Trilogy for the stability, meaningful work, and great team. If youre looking to grow a...
- 4/25/2024 12:00:00 AM
Financial Advisor
- Prudential Financial
-
Terre Haute, IN
- Are you an experienced Financial Advisor seeking an opportunity to serve your clients better? At Prudential Advisors, we...
- 4/24/2024 12:00:00 AM
Personal Banker
- Pnc Financial Services Group Inc.
-
Greencastle, IN
- Position OverviewJob DescriptionAcquires and deepens the branch customer base through a variety of proactive sales and s...
- 4/24/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Register
- Department Of The Treasury
-
Terre Haute, IN
- DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION?A description of the business units can be found at: https://www....
- 4/23/2024 12:00:00 AM
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
- Department Of The Treasury
-
Terre Haute, IN
- Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
Financial Advisor
- Prudential Financial
-
Terre Haute, IN
- Are you an experienced Financial Advisor seeking an opportunity to serve your clients better? At Prudential Advisors, we...
- 4/21/2024 12:00:00 AM
Intern
- Fellowship of Christian Athletes
-
Terre Haute, IN
- Job Description The Internship experience is designed to develop student athletes in discerning their calling and career...
- 4/21/2024 12:00:00 AM
About Terre Haute, Indiana
Terre Haute is located alongside the eastern bank of the Wabash River in western Indiana. The city lies about 75 miles (121 km) west of Indianapolis.
According to the 2010 census, Terre Haute has a total area of 35.272 square miles (91.35 km2), of which 34.54 square miles (89.46 km2) (or 97.92%) is land and 0.732 square miles (1.90 km2) (or 2.08%) is water.
The Wabash River dominates the physical geography of the city, forming its western border. Small bluffs on the east side of city mark the edge of the historic flood plain. Lost Creek and Honey Creek drain the northern and southern sections ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$101,698 to $145,720
Terre Haute, Indiana area prices
were up 1.3% from a year ago
were up 1.3% from a year ago